The transition

More and more companies are considering making the transition from Microsoft Dynamics AX to Finance & Operations. These are often companies that have been using Microsoft Dynamics AX for years and (have to) switch to Finance & Operations.

The transition from Microsoft Dynamics AX to Finance & Operations is also a transition in documents and on this page we, as document specialists, show you how you as a company can handle this transition as efficiently as possible.

The current environment (AX)

Companies that use Microsoft Dynamics AX often have a lot of customization. This customization is mainly in the documents. In addition, there are often many types (To realize the wishes of the users, documents are often customized).

New environment (F&O)


The first option to switch to Finance & Operations is through a migration. The less customized work that needs to be transferred the easier the migration. Because Finance & Operations uses a different code than Microsoft Dynamics AX, it has to be set up again. Customization is in fact a modification in the code of the software. It is therefore very interesting for the user to move away from customization in the current Microsoft Dynamics AX environment.


The second option for the switch to Finance & Operations is through re-implementation. Since a re-implementation involves rebuilding your old Microsoft Dynamics AX environment, this is the perfect moment to look for an alternative for the customization of your documents.

Benefits of Advanced-Forms® in the current AX environment

Depending on the version of Microsoft Dynamics AX, you can already start with document formatting through Advanced-Forms®. When you switch to Finance & Operations, all you have to do is check if the right fields are still available. This is the best time to start using Advanced-Forms®. By formatting documents with Advanced-Forms®, you will save a lot of time rebuilding documents and having custom work done during the migration.

Benefits of Advanced-Forms® in the F&O environment

The advantage of starting with Advanced-Forms® is when you go to Finance & Operations, you can easily create documents to mail, print and/or archive. The fields that are not in the standard documents can easily be tallied with the AddFieldsToReport functionaliteit. Because of this, customization is no longer necessary.


Bekijk hier het event: De migratie van AX naar F&O